10 Sessions That Make Perform25 the Ultimate Miami Finance Conference

Perform25 is where finance, accounting, HR, and marketing professionals come together to rethink what’s possible with financial performance management. Join us May 12–15 virtually or in vibrant Miami for four days of practical insights, hands-on workshops, and game-changing strategies from thought leaders and Planful experts.

Register before March 31 to lock in early bird pricing.

This year, we’re setting the bar even higher to explore the future of finance. You’ll learn how your peers are using Planful in new and exciting ways to solve both everyday challenges and big-picture issues. From AI advancements to customer demos, deep dives into marketing, and workforce planning, this Miami finance conference delivers all the intel you need to elevate your financial performance management.

Today, we’re highlighting 10 can’t-miss sessions to prove why Perform25 Miami should earn a spot on your finance conference 2025 calendar.

AI is transforming finance — and Perform25 will show you how to harness its power like never before. If you’re looking to attend AI in finance conferences in 2025, make sure Perform25 is on your list. This year’s event will dive deeper into real-world applications of Planful AI, offering hands-on demonstrations, success stories from Planful customers, and expert discussions on how to integrate AI into your existing workflows.

1. “Keynote: The Future of Financial Performance Management”

In this year’s keynote, Planful CEO Grant Halloran will share his perspective on how AI is reshaping financial performance management. Joined by regional Planful customers and European partners, he’ll unveil the latest advancements in Planful AI and discuss how the company is expanding across the region.

2. “What’s Next for Planful AI?”

Chief Product Officer Steve Welsh and CTO Sanjay Vyas will take you inside Planful’s AI roadmap, showcasing innovative new applications, generative AI capabilities, and agentic AI workflows. It’s a glimpse into the future of smarter, faster decision-making.

Looking to sharpen your skills and earn CPE credits for CPA certification? Perform25 features hands-on workshops designed for finance and accounting professionals ready to take their expertise to the next level. Industry experts will guide you through real-world use cases, advanced techniques, and practical workflows you can implement immediately.

3. “Mastering the Time Dimension in Reporting” (2.5 CPE credits)

This in-person session is perfect for experienced Planful users looking to level up their reporting game. Learn advanced reporting techniques, like using MDX templates for recurring calculations and building dynamic, low-maintenance reports.

4. “Dynamic Planning: Customize and Maintain Models” (2.5 CPE credits)

This CPE-credited course empowers finance and accounting professionals to build more resilient planning processes that adapt to changing business requirements. You’ll learn how to update variables, add new dimension members, and apply hierarchy changes — skills that keep your models accurate and future-ready.

Whether you’re just getting started or looking to refine complex processes, there’s a Planful training session for you. These workshops teach tips and tricks you can implement immediately, ensuring you leave Miami ready to drive change in your organization.

5. “Tips and Tricks for New Admins”

Learn best practices from Ron Wicklander, Planful’s Director of Delivery Services, to help your organization drive faster ROI from its Planful investment.

6. “Scaling Finance for Hypergrowth”

FP&A Manager Eddie Brinson at Hard Rock Digital will share how he successfully scaled his organization with Planful — and how you can, too. Learn how Eddie’s team automated planning and reporting, reduced reporting time from four days to one hour, and streamlined state-by-state revenue planning with Planful. This session includes a live demo showcasing how Hard Rock Digital replaced spreadsheets with a fully integrated, scalable financial model.

7. “Advanced Consolidations”

Explore how Planful’s Consolidations Pro simplifies multi-currency and multi-region close processes — ideal for enterprises managing complex global structures.

Perform25 is for anyone who drives business performance. Whether you’re optimizing budgets, planning headcount, or evaluating marketing spend, we’ll show you how to make smarter decisions faster.

8. “What’s Next for Marketing?”

In this deep-dive session, CMO Rowan Tonkin and product leader Andrew Amato will unveil Planful’s latest innovations in financial performance management for marketing. Discover how to measure marketing effectiveness at every level — from high-level ROI to granular campaign performance. You’ll gain insights into how marketing and finance can work together to allocate budgets more efficiently and prove the impact of every dollar spent.

9. “What’s Next for Workforce?”

HR leaders, this one’s for you. Planful’s Chief People Officer Mel Dreuth and Stefan Mak from the product team will highlight how new Planful AI capabilities are transforming workforce planning. Learn how real-time data can help HR leaders make proactive decisions that keep their organizations resilient and adaptive.

The networking spaces at Perform25 will give you plenty of chances to swap ideas with other innovators. Some of the brightest minds in accounting and finance will also hit the stage with honest discussions on the future of finance.

10. “Leadership Strategies for the Next Generation of CFOs”

This session, led by Jack McCullough, founder of the CFO Leadership Council, will share actionable strategies for future-ready finance leaders. You’ll gain insights into how AI, global volatility, and evolving business models are reshaping the CFO role. Whether you’re a current CFO or an aspiring one, this session will help you lead with confidence and clarity.

These 10 sessions represent only a handful of the impactful training sessions and keynotes you can catch at Perform25 Miami. Whether you join us online or in person, you’ll leave with strategies and skills to elevate your organization’s financial performance. Expect real conversations with peers facing the same challenges, not sales pitches.

Visit Planful.com/Perform to learn more and secure your spot in Miami from May 12-15.